As part of our comprehensive financial planning service we have developed a ‘Lifestyle Wheel’ to help clients identify how they feel about their current lifestyle and highlight areas for improvement.
It looks at ten elements of lifestyle, including physical and emotional health, fun and recreation, relationships, time, financial wellbeing and personal fulfilment.
Simply score your confidence from 1 to 10, where 1 means you're “Feeling a Bit Unsure" and 10 means “Completely Confident!”
*You are taking this scorecard anonymously. You will have the option at the end to submit your scorecard results to Lamb Financial